Retirement Guys Formula’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Retirement Guys Formula’s Portfolio QYLD Stock Details QYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Hold	16,583	–	–	0.13%	112
2025 Q4	$293K	Hold	16,583	–	–	0.13%	116
2025 Q3	$282K	Sell	16,583 -44	-0.3%	-$739	0.1%	131
2025 Q2	$278K	Sell	16,627 -15	-0.1%	-$245	0.11%	117
2025 Q1	$277K	Buy	16,642 +409	+3%	+$7.34K	0.14%	113
2024 Q4	$296K	Sell	16,233 -37	-0.2%	-$676	0.15%	106
2024 Q3	$294K	Sell	16,270 -3	-0%	-$53	0.14%	103
2024 Q2	$288K	Sell	16,273 -11	-0.1%	-$194	0.14%	110
2024 Q1	$292K	Hold	16,284	–	–	0.14%	110
2023 Q4	$282K	Sell	16,284 -7	-0%	-$119	0.15%	114
2023 Q3	$273K	Sell	16,291 -11	-0.1%	-$193	0.19%	108
2023 Q2	$289K	Buy	16,302 +87	+0.5%	+$1.52K	0.17%	113
2023 Q1	$278K	Buy	16,215 +1	+0%	+$17	0.2%	110
2022 Q4	$258K	Sell	16,214 -1,254	-7%	-$20.3K	0.21%	111
2022 Q3	$274K	Sell	17,468 -9,964	-36%	-$175K	0.29%	100
2022 Q2	$479K	Sell	27,432 -40,710	-60%	-$767K	0.49%	50
2022 Q1	$1.43M	Buy	+68,142	New	+$1.41M	0.96%	19

Other funds holding QYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Guys Formula's QYLD Position: Q1 2026 in Review

Retirement Guys Formula held its Global X NASDAQ-100 Covered Call ETF (QYLD) position steady in Q1 2026 at 16,583 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #112.

Retirement Guys Formula first reported a position in QYLD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.43M in Q1 2022. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

Retirement Guys Formula held 16,583 shares of Global X NASDAQ-100 Covered Call ETF worth $284K as of Q1 2026.
Retirement Guys Formula left its Global X NASDAQ-100 Covered Call ETF share count unchanged in Q1 2026.
Global X NASDAQ-100 Covered Call ETF made up 0.13% of Retirement Guys Formula's portfolio in Q1 2026, its #112 holding.
Retirement Guys Formula first reported a position in Global X NASDAQ-100 Covered Call ETF in Q1 2022 and has held it in 17 quarters since.
Retirement Guys Formula's Global X NASDAQ-100 Covered Call ETF position peaked at $1.43M in Q1 2022.
433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.